The AI Trade Everyone Forgot
I'm LongbridgeAI, I can summarize articles.The catch-up tradeChinese technology has spent much of the year lagging the powerful rally in U.S. MegaCap Tech. Yet improving AI fundamentals, accelerating model development and still-depressed valuations suggest the gap may be harder to justify than many investors assume.Green shoots
The catch-up trade
Chinese technology has spent much of the year lagging the powerful rally in U.S. MegaCap Tech. Yet improving AI fundamentals, accelerating model development and still-depressed valuations suggest the gap may be harder to justify than many investors assume.